Milestone Birthdays in Retirement

Last Updated: April 9, 2024 When we’re young, each birthday seems special, but for most of us, birthdays lose their luster as we age. Can we bring some of that…

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18 Things You Should Know About 401(k)s

Last Updated: March 7, 2024 Before starting a new job, one of the key questions you’ve likely inquired about is your company’s 401(k) benefits. When you start the job, you’ll…

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What Are Capital Gains and Capital Assets?

Last updated: 2/29/2024 Understanding capital gains, losses, and assets are important to your overall financial strategy. Asset appreciation, like from your stocks or real estate, is exciting, especially when you…

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Should I Pay Off My Mortgage Before I Retire?

Last updated: 02/28/2024 Homeownership generally means having a mortgage looming over you for 15–30 years—an intimidating thought for some. It’s only natural that you want to pay that debt off…

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